MFS
EBIX

MSI Financial Services’s Ebix Inc EBIX Stock Holding History

MSI Financial Services’s Portfolio EBIX Stock Details EBIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$84K Buy
1,474
+457
+45% +$26.5K ﹤0.01% 1559
2016
Q3 		$58K Sell
1,017
-573
-36% -$31.3K ﹤0.01% 1741
2016
Q2 		$76K Buy
1,590
+444
+39% +$20.4K ﹤0.01% 1575
2016
Q1 		$47K Buy
1,146
+178
+18% +$6.22K ﹤0.01% 1778
2015
Q4 		$32K Buy
968
+898
+1,283% +$28.4K ﹤0.01% 2013
2015
Q3 		$2K Sell
70
-123
-64% -$3.64K ﹤0.01% 2882
2015
Q2 		$6K Hold
193
– – ﹤0.01% 2405
2015
Q1 		$6K Buy
+193
New +$4.85K ﹤0.01% 2404

Other funds holding EBIX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

MSI Financial Services's EBIX Position: Q4 2016 in Review

MSI Financial Services increased its Ebix Inc (EBIX) stake by 45% in Q4 2016, buying an estimated $26.5K and bringing the position to 1,474 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

MSI Financial Services first reported a position in EBIX in Q1 2015 and has held it in 8 quarters since. 186 funds tracked by Wall St. Rank hold EBIX as of Q4 2016.

  • MSI Financial Services held 1,474 shares of Ebix Inc worth $84K as of Q4 2016.
  • MSI Financial Services bought 457 Ebix Inc shares in Q4 2016, an estimated $26.5K.
  • Ebix Inc made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1559 holding.
  • MSI Financial Services first reported a position in Ebix Inc in Q1 2015 and has held it in 8 quarters since.
  • 186 funds tracked by Wall St. Rank held Ebix Inc as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.